Smart Financial

Smart Financial

Financial Services

Dublin, Dublin 1,679 followers

Smart choice, Smart life, Smart Financial

About us

Empowering Business Owners & Professionals to maximise and protect their wealth! 💰📈 We understand the unique challenges you face and offer customized pension and protection solutions designed to maximize your wealth and objectives for retirement to create a lasting legacy for your business and family. How we’ll help you enhance and achieve your financial success: ✔️ STRATEGIC PENSION & PROTECTION PLANNING: We will work closely with you to assess your individual needs and risk tolerance, developing a customized pension and protection plan that aligns with your long-term goals. ✔️ TAX-ADVANTAGED STRATEGIES: We will leverage our expertise to identify tax-efficient pension options that maximize your contributions and minimize your tax burden. ✔️ INVESTMENT MANAGEMENT: We will offer a comprehensive range of investment options, ensuring your pension plan benefits from diversification and growth potential. ✔️ ONGOING SUPPORT: We will provide continuous guidance and support throughout your journey, adjusting your plan as your needs and circumstances change. O U R S P E C I A L T Y: 💼 Employer & company director pension solutions. 📈 Wealth maximisation strategies using PRSA’s and Master Trust pensions. 💰 Tax-efficient wealth (cash) extraction from the company. 👨💻 Self Employed financial planning. ✈️ UK pension transfers. 🚶♂️💨🏢 Workplace pension transfers (pension options when changing jobs). 🏠💶 Purchasing property through your pension. 💰🔎 Retirement options. 🛡️Income protection 🛡️Mortgage protection 🛡️Inheritance tax planning 🛡️Life Insurance ARE YOU MAKING THE MOST OF YOUR WEALTH ? Find out with a wealth management consultation today … 👇 Phone: +353 (0)1 253 3242 Email: info@smartfinancial.ie Website: https://www.smartfinancial.ie/blog/

Website
http://www.smartfinancial.ie/
Industry
Financial Services
Company size
2-10 employees
Headquarters
Dublin, Dublin
Type
Privately Held
Founded
2015
Specialties
Income Protection, Life Cover, Serious Illness, Mortgage protection, Business Assurance, Employer & director pensions, Wealth maximisation strategies, Self Employed financial planning, UK Pension Transfers, Workplace Pension Transfers, Purchasing Property through your Pension, Retirement options, and Inheritance tax planning

Locations

  • Primary

    Greenhills road

    Units 1 and 2 Greenhills Centre

    Dublin, Dublin D12YH22, IE

    Get directions

Employees at Smart Financial

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